I'm wondering about this check I have from a company sponsored retirement plan. It's a Roth 401K and I'm NOT 59 1/2 years old.
The company I work for was sold to a company that doesn't offer a Roth 401K. I did a roll over to the new company thinking both the Roth and the 401K would be rolled over into the new companies plan.
The 401K rolled over correctly but since they don't have a Roth plan I have this check. It shows some federal tax taken out but not the size of an early withdrawal. The Roth check is in my name only (not FBO your name here).
Just wondering how this is going to look at tax time. Is this a special case or am I going to get a 1099 for it as income or something?